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Cincinnati Financial Planning

Exceeding Investors – How to Maintain Financial Health and Wealth

Estate and Charitable Planning, financial tips, General Information, Retirement Planning, Tax Information / By

Our goal is to ensure that when our clients retire, they feel comfortable and confident in their retirement. This confidence is mainly due to their years of saving, investing, and maintaining discipline as it relates to financial well-being.  Deferring their earnings in a tax-advantaged way, keeping a diversified investment allocation in good and bad markets, …

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I Miss My Monthly Paycheck. Help!

About WPC, financial tips, General Information, Retirement Planning / By

One of the most difficult adjustments for clients as they enter retirement is to flip that switch from receiving a paycheck into their bank account to withdrawing funds from their investment accounts.  We have found that many clients have actually worked longer because they just couldn’t reverse this thinking. Investors are savers and for savers …

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Are you Charitable or Philanthropic?

About WPC, Company Information, Estate and Charitable Planning, General Information / By

Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart.  For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse.  Here is an …

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New Fintech Tool Added to Our Financial Planning Toolbox

About WPC, General Information, News, Next Gen / By

WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan.  A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations!  We have found it invaluable when addressing the Next Gen’s financial questions. So let’s sit down and quickly get to the point answering what is really …

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